What is Captive Insurance?
Pro’s and Con’s of Captive Insurance
Don’t just work with any life insurance agent.
Work with a licensed FIDUCIARY (what is a fiduciary?)
Work with a team that has perfected the strategy over thousands of successfully implemented premium financed life insurance plans.
Work with an expert that can show illustrations with maximum tax-free income and estate tax goals.
Work with an expert that can show ways to avoid the need for using your personal assets as additional collateral – Yes, there are designs that use just the cash value of policy.
Work with an expert that’s more interested in getting you in the BEST policy for you – not the best commission for him.
Work with a team that would rather under-promise and over-deliver
Work with a team that will stress-test your planning for scenarios that have never happened to make sure you’re secure.
Won’t waste your time Guarantee:
If we can’t address your goals and concerns better than the people you’re currently working with, we’ll send you $100.
Contact us now for no cost or obligation
No-obligation illustration to see if we can help you get the most out of your tax free income retirement planning